At Merriman, we have always been committed to helping both clients and non-clients through sound financial educational materials.

We know that choosing the proper assets and maintaining consistent investment discipline can be challenging to many people. Investors often make emotional decisions in response to changing markets, economic and political trends – and those emotional decisions can be very counterproductive in the long run.

We believe that most investors could benefit greatly from having  professional advice and, where appropriate, professional investment management. A good financial advisor can serve as a guide, a coach and a source of encouragement during good times and bad times.

That is exactly the business we are in. If you would like to pursue that possibility, the place to start is a consultation with one of our financial advisors. This consultation, which has no cost or obligation, can be done by telephone or in person at our Seattle office.

To see if you qualify for a consultation, please go here . If you are a good fit for Merriman and we are a good fit for you, we would love to have you as a client.

All that said, on this page you will find suggestions for sample portfolios using Fidelity and T. Rowe Price mutual funds. These sample portfolios are not the same as those we use for clients. However, they reflect the academic research, philosophy and principles we use to build portfolios for Merriman clients.